Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERKEL & COMPANY CONTRACTORS, INC.
EIN 48-0650969constructionLatest filing 2024
Plans
7
Retirement
2
$141.2M assets
Welfare
5
$1.9M premiums
Participants
3,417
2649 SOUTH 142ND STREET - BONNER SPRINGS, KS 66012913-422-5125berkelandcompany.comLinkedIn201-500 employeesconstruction
Retirement portfolio analytics
2 plans aggregated / $141.2M assets / 1,072 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.9M premiums / 2,345 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.4M
- Stop-loss$1.4M
- Short-term disability$204K
- Life$127K
- Long-term disability$94K
- Other$12K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
- STANDARD INSURANCE COMPANY23%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERKEL & COMPANY CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$105.8M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERKEL & COMPANY CONTRACTORS, INC. DEFERRED WAGE RETIREMENT TRUST
401k
Assets$35.5M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BERKEL HEALTH & DENTAL PLAN
Self Funded - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives851
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BERKEL & COMPANY CONTRACTORS INC. SHORT TERM DISABILITY
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$204K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BERKEL & COMPANY CONTRACTORS, INC. GROUP LIFE INSURANCE PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$127K
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BERKEL & COMPANY CONTRACTORS, INC. LONG TERM DISABILITY PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$94K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
BERKEL & COMPANY CONTRACTORS, INC. ACCIDENTAL DEATH
Mixed - STANDARD INSURANCE COMPANY
Premiums$12K
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERKEL & COMPANY CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $105.8M | 584 | 2024 | |
| 002 | BERKEL & COMPANY CONTRACTORS, INC. DEFERRED WAGE RETIREMENT TRUST | 401k | $35.5M | 488 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BERKEL HEALTH & DENTAL PLAN | Self Funded | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.4M | 851 | 2024 | |
| 505 | BERKEL & COMPANY CONTRACTORS INC. SHORT TERM DISABILITY | Fully Insured | STANDARD INSURANCE COMPANY | $204K | 371 | 2024 | |
| 504 | BERKEL & COMPANY CONTRACTORS, INC. GROUP LIFE INSURANCE PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $127K | 376 | 2024 | |
| 503 | BERKEL & COMPANY CONTRACTORS, INC. LONG TERM DISABILITY PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $94K | 371 | 2024 | |
| 506 | BERKEL & COMPANY CONTRACTORS, INC. ACCIDENTAL DEATH | Mixed | STANDARD INSURANCE COMPANY | $12K | 376 | 2024 |
Retirement plans
Welfare plans